Resource Center
Gain access to a variety of educational articles, calculators, and videos to support your planning needs.
Disability Insurance
Help protect employee financial wellness. Address the financial risk of unplanned time away from work with disability insurance.
Estate
Manage personal affairs while you're alive and control the distribution of wealth upon death.
Glossary
This financial glossary gives precise and simple-to-understand meanings of financial terminology. Search by:
ABCDEFGHIJKLMNOPQRSTUVWYZ
Invesment
Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.
Lifestyle
How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
Life Insurance
Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.
(LTC) Insurance
Unlike traditional health insurance, long-term care insurance is designed to cover long-term services and supports, including personal and custodial care in a variety of settings such as your home, a community organization, or other facility.
Retirement
Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
Tax Resources
Understanding tax strategies can potentially help you better manage your overall tax situation.
Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes.
Patrick Geubtner, JD
(609) 377-8381
Patrick received a B.A. in Finance from Shippensburg University. After college he worked at The Vanguard Group in Philadelphia, PA. Having other business interests, he earned his Juris Doctorate from Widener University School of Law.